Hazlett, Burt & Watson’s iShares Expanded Tech Sector ETF IGM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
10,113
+2
| +0% | +$225 | 0.47% | 53 |
|
|
2025
Q1 | $917K | Hold |
10,111
| – | – | 0.41% | 59 |
|
|
2024
Q4 | $1.03M | Buy |
10,111
+393
| +4% | +$40.2K | 0.46% | 52 |
|
|
2024
Q3 | $933K | Buy |
9,718
+102
| +1% | +$9.79K | 0.43% | 55 |
|
|
2024
Q2 | $906K | Buy |
9,616
+577
| +6% | +$54.4K | 0.47% | 47 |
|
|
2024
Q1 | $779K | Buy |
9,039
+4,977
| +123% | +$429K | 0.47% | 45 |
|
|
2023
Q4 | $304K | Buy |
4,062
+702
| +21% | +$52.5K | 0.2% | 104 |
|
|
2023
Q3 | $215K | Buy |
3,360
+2,760
| +460% | +$177K | 0.16% | 138 |
|
|
2023
Q2 | $40K | Hold |
600
| – | – | 0.03% | 334 |
|
|
2023
Q1 | $34K | Hold |
600
| – | – | 0.03% | 328 |
|
|
2022
Q4 | $28K | Sell |
600
-1,056
| -64% | -$49.3K | 0.02% | 343 |
|
|
2022
Q3 | $77K | Sell |
1,656
-1,500
| -48% | -$69.7K | 0.07% | 213 |
|
|
2022
Q2 | $156K | Hold |
3,156
| – | – | 0.14% | 150 |
|
|
2022
Q1 | $204K | Buy |
+3,156
| New | +$204K | 0.16% | 130 |
|